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On April 22, 2026, Invera Wealth Advisors disclosed in an SEC filing that it sold 47,883 shares of the iShares ESG Advanced MSCI USA ETF(NASDAQ:USXF) in the first quarter, an estimated $2.77 million transaction based on quarterly average p…
San Francisco, CA, based Investment company Wrapmanager Inc (Current Portfolio) buys Schwab US Aggregate Bond ETF, iShares iBonds Dec 2029 Term Corporate ETF, ISHARES TRUST, SPDR Portfolio S&P 500 High Dividend ETF, Vanguard Total Internat…